---
title: "NVDA quietly revises data, slashing its copper consumption forecast; Kuaishou to issue a three-tranche notes offering | Daily News Recap"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/37874199.md"
description: "Jan 16 | Dolphin Research Focus: 🐬 Stocks. 1、$NVIDIA(NVDA.US) Nvidia was criticized for errors in a technical report on data-center copper usage, and has quietly revised the figures.It cut the estimated copper busbar requirement per GW for traditional racks to 200 tons from 500,000 tons — a drastic change. The correction undercuts the aggressive thesis that AI compute would trigger an explosive surge in copper demand, prompting a reset of supply-demand assumptions across the copper value chain. Near term, it deflates copper-price froth and eases data-center build-cost pressure.2、$KUAISHOU-W(01024.HK) Kuaishou announced a dual-currency senior notes offering. ..."
datetime: "2026-01-16T08:26:49.000Z"
locales:
  - [en](https://longbridge.com/en/topics/37874199.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/37874199.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/37874199.md)
author: "[Dolphin Research](https://longbridge.com/en/news/dolphin.md)"
---

# NVDA quietly revises data, slashing its copper consumption forecast; Kuaishou to issue a three-tranche notes offering | Daily News Recap

## 0116 ｜**Dolphin Research Focus:**

## **🐬 Stocks**

**1、**$NVIDIA(NVDA.US)

NVIDIA faced criticism over an error in a technical report on data center copper usage. It quietly revised the data, slashing the copper busbar requirement for a traditional 1‑GW rack from 500,000 tons to 200 tons, a drastic cut.The revision punctures the aggressive narrative that AI compute would trigger a copper supercycle, forcing a reset of supply-demand assumptions across the copper chain. Near term, it deflates the copper-price bubble and eases data center build-out cost pressure.

**2、**$KUAISHOU-W(01024.HK)

Kuaishou announced dual-currency senior notes: $600 mn due 2031 at 4.125%, $900 mn due 2036 at 4.750%, and RMB 3.5 bn due 2031 at 2.450%. Proceeds will be used for general corporate purposes.This is low-cost, long-dated financing to support its long-term plan. Funds may go to AI R&D and content ecosystem build-out, and could also leave room for buybacks or a special dividend.

**3、**$EASTROC(09980.HK)

Dongpeng Beverage, known as A-share's No.1 functional drink name, cleared its HKEX listing hearing, moving closer to an A+H dual listing. Proceeds are earmarked for overseas expansion and supply chain build-out, with its overseas business still in the early stage.Dolphin Research has covered it in depth. See:《[东鹏：撕红牛、踢怪兽，国货 “续命水” 凭何成逆袭王？](https://longportapp.cn/zh-CN/topics/34372425?channel=WHAB0002&invite-code=7XHHT4&app_id=longbridge&utm_source=longbridge_app_share&locale=zh-CN)》、《[东鹏饮料：特饮之后，“下个百亿密码” 路在何方？](https://longbridge.cn/zh-CN/topics/35048849?channel=WHAB0002)》

**4、 Earnings & calls on our radar**

TSMC coverage below.《[台积电： AI 界 “真大佬”，谁会拒绝？](https://longbridge.cn/zh-CN/topics/37838079?channel=WHAB0002)》、《[台积电（纪要）：年增百亿的资本开支，是与下游沟通后的决定](https://longbridge.cn/zh-CN/topics/37841500?channel=WHAB0002)》

## **🐬 Top gainers by sector**

**A-shares:** industrial gases, semiconductor materials & equipment, chipmakers；

**HK:** system software, computer & electronics retailers, roads - freight；

**US:** semiconductor materials & equipment, electronic components, independent power and renewable IPPs.

## **🐬 Watch next Mon**

**1、**China retail sales YoY, industrial value-added (above-scale) YoY, GDP annual rate, full-year GDP size, and full-year GDP growth.

Risk disclosure and statement: [Dolphin Research disclaimer and general disclosures](https://support.longbridge.global/topics/misc/dolphin-disclaimer)

### Related Stocks

- [09980.HK](https://longbridge.com/en/quote/09980.HK.md)
- [01024.HK](https://longbridge.com/en/quote/01024.HK.md)
- [81024.HK](https://longbridge.com/en/quote/81024.HK.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [605499.CN](https://longbridge.com/en/quote/605499.CN.md)
- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)

## Comments (1)

- **港股新韭菜求带飞 · 2026-01-16T08:52:31.000Z**: Kuaishou, taking advantage of its good performance, needs to speed up financing to maintain its advantage in the AI field.